Fortunately, I have more than $1458.33 for medical expenses between July 2019 and June 2020. All of them paid by after-tax dollars. But, none of them sum up to exactly $1458.33. Will that be any problem?
However, the 1099-SA that my old HSA trustee gave me has the distribution code as 2 which is "Excess Distribution". So, when I enter this in Turbotax Deluxe during the HSA interview, it does not go the question of asking me if the distribution is for qualified medical expenses. I was just playing around and found that it asks that question if I use code 1 (Normal distribution) as the distribution code. But, then, it will be different from what I have in the 1099-SA with me. So, how do I go about this? Do I have to ask the old HSA trustee for a corrected 1099-SA which says this is normal distribution (code 1)? Is there any other way around this without involving the old HSA trustee? Can I just select distribution code as 1 even though 1099-SA I have says it is 2?
